Home/ERP Software/ERPNext vs Perfex CRMUpdated on: January 27, 2023

Compare ERPNext vs Perfex CRM

94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
ERPNext
ERPNext ERP Software (124 Ratings)
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
ERPNext

ERPNext

ERP Software (124 Ratings)
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

ERPNext is a fully open-source, cloud-based, very easy to use ERP software. It enjoys wider acceptance in multiple industries like retail, healthcare, school, service-based companies etc. It can simplify payroll management, leave management, automates billing process etc. The software helps in tracking and managing inventory, enhancing CRM, assists in financial accounting, closing a sales deal successfully, track purchases etc. ERPNext helps doing project management and task management as well. It allows managing web content and features email integrated ticketing system. This is a highly suitable tool for both small and medium-sized businesses. ..show more

Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Mumbai, India / +91 22-4897-0555

Strumica, Republic of Macedonia

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Open source
Free

Open source
Host it yourself. ERPNext is free and open source and will be forever

FEATURES:

  • All modules
Managed Hosting
$10 /User/Month

Managed Hosting
For teams looking for cloud hosting with micro-billing and optional support

PRICING:

  • Starts at $ 10 Per site, per month

FEATURES:

  • All Modules
  • Security Updates
  • Server Monitoring
  • Product Warranty - Optional
Enterprise
$25 /User/Month

Enterprise
Professional support for your ERPNext instance by people who run ERPNext

PRICING:

  • Starts at $25 Per user, per month
  • 14-day free trial

FEATURES:

  • All Modules
  • Security Updates
  • Server Monitoring
  • Product Warranty - Optional
  • On Premise Hosting
  • Professional Support
  • Personalised Onboarding
View Price Page
Perfex CRM
$59 Others

1. Regular License :

  • $59 (6 months support)
  • $79.25 (12 months support)

2. Extended License :

  • $295 (6 months support)
  • $396.25 (12 months support)

Features

  • Project Management Tool
  • One Click Invoice Creation
  • Create Estimates
  • Proposals
  • Leads Management
  • Record Expenses
  • Record Payments
  • Support System
  • Knowledge Base for Customers and Staff Members
  • Built-in Staff Tasks
  • Manage Contracts
  • Send Surveys to Leads and Customers
  • Calendar
  • Company Newsfeed
  • Goals Tracking
  • Additional Custom Fields
  • Reports for Quick Overview
  • Survey Reports
View Price Page

SCREENSHOTS

ERPNext Screenshots
View 3 screenshot(s)
Perfex CRM Screenshots
View 1 screenshot(s)

INTEGRATIONS

  • Razorpay
  • Exotel
  • Dropbox Business
  • WooCommerce
  • PayPal
  • Slack
  • Shopify
  • Plaid
    NA

ALTERNATIVES

Top alternatives to ERPNext

NetSuite
NetSuite
Quickbooks
Quickbooks
SAP Business One
SAP Business One
Dolibarr ERP CRM
Dolibarr ERP CRM
Salesforce
Salesforce

Top alternatives to Perfex CRM

Salesforce
Salesforce
Trello
Trello
SuiteCRM
SuiteCRM
Zoho CRM
Zoho CRM
Pipedrive
Pipedrive